BGSIX vs. VUG
Compare and contrast key facts about BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG).
BGSIX is managed by BlackRock. It was launched on May 15, 2000. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Growth Index. It was launched on Nov 13, 2000.
Performance
BGSIX vs. VUG - Performance Comparison
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BGSIX vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | -10.51% | 19.92% | 40.31% | 49.49% | -42.99% | 8.45% | 86.73% | 44.23% | 2.24% | 49.89% |
VUG Vanguard Growth ETF | -10.37% | 19.40% | 32.69% | 46.83% | -33.16% | 27.35% | 40.25% | 37.03% | -3.32% | 27.72% |
Returns By Period
The year-to-date returns for both investments are quite close, with BGSIX having a -10.51% return and VUG slightly higher at -10.37%. Over the past 10 years, BGSIX has outperformed VUG with an annualized return of 20.45%, while VUG has yielded a comparatively lower 16.03% annualized return.
BGSIX
- 1D
- -1.97%
- 1M
- -11.18%
- YTD
- -10.51%
- 6M
- -11.50%
- 1Y
- 23.26%
- 3Y*
- 23.32%
- 5Y*
- 7.37%
- 10Y*
- 20.45%
VUG
- 1D
- 4.00%
- 1M
- -5.12%
- YTD
- -10.37%
- 6M
- -8.73%
- 1Y
- 18.30%
- 3Y*
- 21.15%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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BGSIX vs. VUG - Expense Ratio Comparison
BGSIX has a 0.93% expense ratio, which is higher than VUG's 0.03% expense ratio.
Return for Risk
BGSIX vs. VUG — Risk / Return Rank
BGSIX
VUG
BGSIX vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BGSIX | VUG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.81 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.31 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.11 | -0.15 |
Martin ratioReturn relative to average drawdown | 2.93 | 3.96 | -1.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGSIX | VUG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.81 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.52 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.75 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.57 | -0.18 |
Correlation
The correlation between BGSIX and VUG is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BGSIX vs. VUG - Dividend Comparison
BGSIX's dividend yield for the trailing twelve months is around 13.59%, more than VUG's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSIX BlackRock Technology Opportunities Institutional | 13.59% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% | 0.00% |
VUG Vanguard Growth ETF | 0.46% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Drawdowns
BGSIX vs. VUG - Drawdown Comparison
The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BGSIX and VUG.
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Drawdown Indicators
| BGSIX | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.48% | -50.68% | -22.80% |
Max Drawdown (1Y)Largest decline over 1 year | -18.42% | -16.53% | -1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -49.11% | -35.61% | -13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -49.11% | -35.61% | -13.50% |
Current DrawdownCurrent decline from peak | -18.42% | -13.20% | -5.22% |
Average DrawdownAverage peak-to-trough decline | -25.57% | -7.13% | -18.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.09% | 4.66% | +1.43% |
Volatility
BGSIX vs. VUG - Volatility Comparison
BlackRock Technology Opportunities Institutional (BGSIX) has a higher volatility of 9.62% compared to Vanguard Growth ETF (VUG) at 7.00%. This indicates that BGSIX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGSIX | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 7.00% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 18.69% | 12.65% | +6.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.12% | 22.68% | +5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.36% | 22.23% | +5.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.55% | 21.38% | +4.17% |